Institutions / Hegarty Advisors, LLC

Hegarty Advisors, LLC

CIK 2107727 · Institution · as of Dec 31, 2025

Portfolio value

$115.20M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 55 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$15.14M	24,144	13.1%
Vanguard Intl Equity Index F	—	$14.88M	202,351	12.9%
Vanguard Index Fds	—	$9.49M	44,812	8.2%
Ea Series Trust	—	$6.77M	153,675	5.9%
Vanguard Intl Equity Index F	—	$5.30M	37,597	4.6%
Invesco Exchange Traded Fd T	—	$4.98M	26,019	4.3%
Vanguard Scottsdale Fds	—	$4.50M	48,786	3.9%
Vanguard Admiral Fds Inc	—	$3.59M	36,668	3.1%
Invesco Exch Traded Fd Tr II	—	$3.53M	13,948	3.1%
Vanguard Index Fds	—	$2.87M	16,189	2.5%
Vanguard Index Fds	—	$2.80M	8,357	2.4%
Alps ETF Tr	—	$2.72M	57,780	2.4%
Vanguard Scottsdale Fds	—	$2.47M	30,960	2.1%
Vanguard Intl Equity Index F	—	$2.46M	45,783	2.1%
Vanguard Malvern Fds	—	$2.42M	48,927	2.1%
Vanguard Whitehall Fds	—	$2.29M	15,925	2.0%
SPDR S&P 500 ETF Tr	—	$2.26M	3,311	2.0%
Vanguard Bd Index Fds	—	$2.23M	30,043	1.9%
Global X Fds	—	$1.87M	98,955	1.6%
Vanguard Scottsdale Fds	—	$1.76M	30,056	1.5%
Vanguard Index Fds	—	$1.73M	9,069	1.5%
Vanguard Tax-Managed Fds	—	$1.60M	25,537	1.4%
iShares Inc	—	$1.35M	18,603	1.2%
Vanguard Index Fds	—	$1.23M	4,759	1.1%
Invesco Actvely Mngd Etc Fd	—	$1.01M	29,810	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.